How do I add banking details to a printed estimate?

You can customize the text on an estimate to include banking details or payment instructions.

To do this, on any estimate, click the <Estimate> (Print) button, then click the Edit estimates button.

On your selected estimate, click Text 1, Text 2 or Text 3, and enter the appropriate payment instructions/banking details.

If you only want to do this for some estimates, copy one of the existing estimate formats and add your details to that. Then select the new format when printing estimates that you want banking details on.

Here is an example.

Alternatively, you could create an account rather than an estimate for patients who wish to prepay their accounts.